Fee-only financial advisors in Greenville, South Carolina
Which fee-only financial advisor should I talk to in Greenville?
Start with a fee-only advisor in Greenville whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Gregory Goff of Goepper Burkhardt, David Hunter of Horizons Wealth Management, Inc and Craig Ritter of Continuum Wealth Management, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Gregory Goff Goepper Burkhardt Holds the CFP and CFA. Fees on file: percentage of assets.
- David Hunter Horizons Wealth Management, Inc Holds the CFP. Fees on file: one-time planning fee.
- Craig Ritter Continuum Wealth Management Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Jamie Stone Means Wealth Management Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Ramon Franklin Capital Focus Holds the CFP. Fees on file: percentage of assets, hourly.
- Brittany Wolff Wolff Financial Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
By the numbers
- Advisors listed
- 39
- Firms
- 22
- Hold the CFP
- 54%
- Other credentials: CFA 8% · ChFC 3%
- How they charge (of 39 with fees on file): percentage of assets 97% · hourly 54% · fixed fees 51% · one-time planning fee 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Greenville by what you need
Find an advisor in South Carolina by fee, assets, or credential
Questions about fee-only advisors in Greenville
How many fee-only advisors in Greenville are there?
The Wellspent public graph lists 39 fee-only advisors in Greenville, at 22 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Greenville focus on?
The most common focus among fee-only advisors in Greenville is retirement planning (15), followed by estate planning (11) and tax planning (9). Advisors can list more than one.
How do fee-only advisors in Greenville charge?
The most common fee among fee-only advisors in Greenville is a percentage of assets, used by 97% of the 39 with fees on file. Many use more than one: 54% charge by the hour and 51% charge fixed fees.
How much do fee-only financial advisors charge in South Carolina?
Fee-only financial advisors in South Carolina charge a median of $3,600 a year for ongoing planning. We found this across the published prices of 12 South Carolina firms.
How many fee-only advisors in Greenville hold the CFP?
54% of the 39 fee-only advisors in Greenville hold the CFP certification, based on the credentials listed on each record.
Does South Carolina tax income on top of federal tax?
Yes. South Carolina has a state income tax, so a financial plan for a South Carolina resident should project it alongside federal tax.
How current is this list of fee-only advisors in Greenville?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 39 advisors in Greenville
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brittany Wolff | Wolff Financial | Greenville | CFP, AAMS | Ongoing planning fee, Percentage of assets |
| David Hunter | Horizons Wealth Management, Inc | Greenville | CFP | One-time planning fee |
| Ramon Franklin | Capital Focus | Greenville | CFP | Percentage of assets, Hourly |
| Brandon Cabaniss | Telos Partners | Greenville | CFP | Percentage of assets, Hourly |
| Jamie Stone | Means Wealth Management | Greenville | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Craig Ritter | Continuum Wealth Management | Greenville | CFP | Percentage of assets, Ongoing planning fee |
| Gregory Goff | Goepper Burkhardt | Greenville | CFP, CFA | Percentage of assets |
| John Burkhardt | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| Robert Flink | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| Hans Blake | Intelligent Investing | Greenville | CFA | Percentage of assets, Hourly |
| David Means | Means Wealth Management | Greenville | Not listed | Percentage of assets, Flat fee or retainer |
| James Fiske | Colonial Trust Company | Greenville | CFP | Percentage of assets, Fixed fees |
| Kathryn Smith | Colonial Trust Company | Greenville | CFP, PFS | Percentage of assets, Fixed fees |
| Amanda Blake | Intelligent Investing | Greenville | Not listed | Percentage of assets, Hourly |
| Daniel Milks | Fiduciary Organization | Greenville | CFP | Percentage of assets, Hourly |
| James Hunt | PrimeTRUST Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Julian Hunt | PrimeTRUST Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Thomas Ledbetter | Colonial Trust Company | Greenville | CFA | Percentage of assets, Fixed fees |
| Brian Smith | Southeast Financial Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Michelle Emmons | Southeast Financial Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Richard Matthews | Matthews Wealth Management | Greenville | Not listed | Percentage of assets, Hourly |
| Cullen Coxe | Colonial Trust Company | Greenville | Not listed | Percentage of assets, Fixed fees |
| Norman Poole Jr | Money Poole | Greenville | Not listed | Percentage of assets, Hourly |
| Andrew Hardin | Hardin Capital Partners | Greenville | CFP | Percentage of assets, Hourly |
| Joe Hines | Global View Investment Advisors | Greenville | CFP | Percentage of assets, Hourly |
| Jon Gauthier | Colarion | Greenville | CFP | Percentage of assets |
| Joshua Glenn | Fiduciary Organization | Greenville | CFP | Percentage of assets, Hourly |
| Kyle Fischer | Godsey & Gibb Wealth Management | Greenville | CFP | Percentage of assets |
| Mary Green | Abacus Planning Group | Greenville | CFP | Percentage of assets, Hourly |
| Matthew Crider | Global View Investment Advisors | Greenville | CFP | Percentage of assets, Hourly |
| Norman Avinger | Greenville Capital | Greenville | CFP | Percentage of assets |
| Paul Pizzuti | Innovative Private Wealth Management | Greenville | CFP | Percentage of assets, Hourly |
| Alexis Gonzalez | Hayes Wealth Advisors | Greenville | Not listed | Percentage of assets, Fixed fees |
| Danny Savage | Godsey & Gibb Wealth Management | Greenville | Not listed | Percentage of assets |
| Graham Morris | Fiduciary Organization | Greenville | Not listed | Percentage of assets, Hourly |
| Jonathan Wiles | Global View Investment Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Kevin Riley | Godsey & Gibb Wealth Management | Greenville | Not listed | Percentage of assets |
| Mark Reinstein | Innovative Private Wealth Management | Greenville | Not listed | Percentage of assets, Hourly |
| Shane Kozusko | Global View Investment Advisors | Greenville | Not listed | Percentage of assets, Hourly |
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